Axxia dna* element - customer relationship management

One of the fundamental requirements for effective customer relationship management is an up-to-the-minute, single view of everything pertaining to a particular client or prospect, made available across all users. With dna*'s single system, single database approach, you immediately benefit from the accurate and comprehensive picture that is built up over time. It reduces errors and the risk of duplication and with everyone sharing the same view, it can substantially improve communications within the firm and with the client.

Every user can contribute to the one contact history and with the system enabling the control of customer preferences, you can be sure that everyone also complies with all the relevant regulatory issues and client choices. Axxia dna*'s workflow capability can also be leveraged for marketing campaigns, with users able to map out activity elements to guide parties through the process and automatically record input, output and outcomes.

Benefits at a glance

• The single view approach reduces errors while improving communication within the firm and with the client, thus improving client relations. With all users and processes able to access the same data, campaigns can be actively and accurately managed right up to the point of communication.
• The marketing campaign functionality encourages more proactive marketing and the development of a new business pipeline for the organisation
• Managing partners and senior executives can get an instant overview of activity to ensure that sufficient marketing and prospecting is being undertaken
• Depth of functionality within CRM element makes investment in and maintenance of a stand-alone CRM system redundant